Puff Wealth Management’s First Trust Capital Strength ETF FTCS Stock Holding History

Puff Wealth Management’s Portfolio FTCS Stock Details FTCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$506K	Buy	+5,385	New	+$503K	0.52%	47
2025 Q4	$563K	Sell	6,084 -1,583	-21%	-$146K	0.73%	42
2025 Q3	$718K	Sell	7,667 -476	-6%	-$43.9K	1.09%	31
2025 Q2	$740K	Sell	8,143 -2,144	-21%	-$191K	0.54%	49
2025 Q1	$922K	Buy	10,287 +807	+9%	+$72.1K	0.86%	35
2024 Q4	$833K	Buy	+9,480	New	+$863K	1.45%	21

Other funds holding FTCS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Puff Wealth Management's FTCS Position: Q2 2026 in Review

Puff Wealth Management opened a new position in First Trust Capital Strength ETF (FTCS) in Q2 2026: 5,385 shares worth $506K. The stake represents 0.52% of the portfolio and ranks #47 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in FTCS as recently as Q4 2025.

Puff Wealth Management first reported a position in FTCS in Q4 2024 and has held it in 6 quarters since. The position peaked at $922K in Q1 2025. 546 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Puff Wealth Management held 5,385 shares of First Trust Capital Strength ETF worth $506K as of Q2 2026.
First Trust Capital Strength ETF was a new Puff Wealth Management position in Q2 2026.
First Trust Capital Strength ETF made up 0.52% of Puff Wealth Management's portfolio in Q2 2026, its #47 holding.
Puff Wealth Management first reported a position in First Trust Capital Strength ETF in Q4 2024 and has held it in 6 quarters since.
Puff Wealth Management's First Trust Capital Strength ETF position peaked at $922K in Q1 2025.
546 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.